Notes on the Week Ahead

By Dr. David KellyBusiness Investing

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Typical duration
13 min
per episode

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Notes on the Week Ahead episodes

November 04, 2019 Dr. David Kelly’s Notes on the week ahead - November 4, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
8 min
November 04, 2019 A Sudden Change in Seasons: Investing in a Slower-Growing Economy
Last week, the U.S. economy saw a sudden and definitive transition and settled into a path of slower growth.
8 min
October 29, 2019 Jigsaw
The next few days will see a blizzard of news impacting financial markets. For investors, the most logical approach may be to look at the headlines one at a time and then see how they can be linked together in constructing a view of the investment environment.
9 min
October 21, 2019 Dr. David Kelly’s Notes on the week ahead - October 21, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
8 min
October 21, 2019 The Problem with Profits
The Tax Act of 2017 was a bit like a pair of speedy running shoes for U.S. corporate earnings. It allowed for a short-run burst of strong year-over-year gains. However, since the start of this year, these gains have plateaued and earnings growth is likely to be very slow going forward.
8 min
October 16, 2019 Guide to the Markets for the fourth quarter of 2019
Dr. David Kelly discusses his current investment landscape, U.S. economic growth, political and trade risks, and late cycle opportunities.
34 min
October 14, 2019 Dr. David Kelly’s Notes on the week ahead - October 14, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
6 min
October 14, 2019 Monthly JPST audio commentary - September 30, 2019
Listen to Portfolio Manager James McNerny give a quick update on the current market environment and how it impacts his ultra-short income strategy. For more information on JPST or other J.P. Morgan ETFs please visit jpmorgan.com/etf.
13 min
October 14, 2019 Winning Ugly
Entering the fourth quarter of the year, nothing seems easy for investors either and there are a number of issues that are making it difficult for markets to move higher from here. However, it is important to recognize any softening in these impediments to progress.
6 min
October 07, 2019 Dr. David Kelly’s Notes on the week ahead - October 7, 2019
Listen every week to Dr. David Kelly’s commentary on the markets and economy
9 min